The tribal nation is looking to hire an administrator and record keeper for its retirement plan as part of a due diligence review of its existing plan services.
The university is seeking a firm to provide investment management services for its retirement plans, monitor plan assets and provide general market and regulatory updates, among other responsibilities.
Amy Hill oversees the Chicago-based foundation’s approximately $408 million investment portfolio and finances. Hill took the time to answer 5 questions with FIN News.
The foundation is looking for a firm to manage its investment portfolio and $62,000 cash and money market portfolio, including executing trades, providing custody of securities, collecting income and providing cash flow analysis.
The foundation issued its RFP seeking an investment consultant to provide non-discretionary services for its portfolio last week after it received submissions from 15 firms during an RFQ process from April.